Work with financial advisors to craft portfolio construction and investment advice for high net worth clients.
Represent the firm’s investment philosophy and platform to local advisor teams and HNW clients.
Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. They serve over 31,300 families across 90+ cities across the U.S. and have a flexible, national footprint, building their teams around exceptional talent.
Reconciliation of trading affirmation/confirmation platforms
Research/resolve settlement breaks
Trade error management between internal and external trading desks
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more. They serve over 31,300 families across 90+ cities in the U.S. and were ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years.
Provide operational and administrative support to the Private Investments team, managing client subscription agreements and ensuring compliance.
Collaborate with internal departments and advisors to process client requests, maintain data integrity, and research client issues.
Guide and train peers on new tasks, utilizing strong organizational, communication, and problem-solving skills in a fast-paced environment.
Mercer Advisors is a registered investment advisor that integrates financial planning, investment management, tax, estate, and insurance services to simplify clients' financial lives. It is an independent, national fiduciary serving over 31,300 families across more than 90 U.S. cities with a diverse, client-focused team and flexible work arrangements.
Run the full sales and execution cycle: sourcing opportunities, building long-term relationships with clients, lenders, investors, and sponsors, and driving deals from first call to close.
Lead full-cycle debt and equity placement, including underwriting, preparing marketing collateral, negotiating term sheets, and managing all parties through closing.
Utilize technology, workflow automation, and data-driven tools to accelerate screening, packaging, and execution to support high annual transaction volume.
WelcomeLend is one of the fastest-growing middle market capital markets advisories specializing in commercial real estate. It pairs seasoned capital markets experts with proprietary technology to deliver efficient, transparent, and market-beating deal execution at scale.
Originate, evaluate, and lead the execution of control and minority equity investments.
Partner with management teams to develop and execute value creation strategies.
Cultivate and expand relationships with intermediaries, company executives, and limited partners.
Star Mountain is a private investment firm focused on the lower middle-market. They have ~$4.5 billion in assets under management and a dynamic team of 120+ full-time people with a long-term training and career development culture.
Responsible for managing transition strategies and implementing plans for newly integrated offices.
Drive smooth transitions of accounts into centralized investment strategies, establish and manage transition timelines, and oversee initial relationships.
Ensure adherence to defined strategy guidelines and client-specific constraints.
CAPTRUST is a financial advisory firm that provides investment management and financial planning services. They aim to create a great place to work and grow, emphasizing teamwork, commitment to high standards, and opportunities for personal growth.
Perform title research utilizing multiple primary and secondary data sources
Track and manage the supporting documents for real estate actions
Develop project schedules and timelines
LMI is a digital solutions provider dedicated to accelerating government impact with innovation and speed. They bring commercial-grade platforms and mission-ready AI to federal agencies. With a focus on agility and collaboration, LMI serves the defense, space, healthcare, and energy sectors.